Lucy Beltran
Plano,TX
Summary
I am a results-driven professional with a high track record of creating and nurturing beneficial partnerships. My accomplished skills are in customer service, administrative with data entry, customer and partner engagement, account management, B2B and B2C selling, onboarding, cross-team collaboration, department trainer and supporting executive teams.. I come adept at utilizing Virtual Cloud platforms, Zoom, Saas, Google Suite and Microsoft Suite.
Overview
18
18
years of professional experience
Work History
Delivery Driver
Self- Employed
11.2024 - 02.2026
- Coordinated timely deliveries to ensure customer satisfaction and adherence to schedules.
- Utilized GPS navigation systems for efficient route planning and reduced travel time.
- Managed inventory and tracked packages, ensuring accuracy in delivery records.
- Maintained vehicle in optimal condition through regular inspections and maintenance checks.
- Resolved customer inquiries and issues promptly, maintaining high service standards.
- Delivered packages to customer doorsteps and business offices.
- Completed on-time deliveries by choosing best and most efficient routes.
- Scanned packaged and delivered with care to prevent damage while providing real-time updates.
Partnership Coordinator
EXp Realty, LLC
04.2021 - 11.2024
- Coordinated partnerships initiatives to enhance collaboration among stakeholders.
- Managed communication between internal teams and external partners for project alignment.
- Maintained and Nurtured the relationship with a minimum of 50 new and existing vendor partner accounts via (VCP) Virtual Cloud Platform.
- Proactively sought Daily and Monthly feedback from current partners to discuss areas of improvement, insights and
- Collaborated closely with legal department to ensure all contractual agreements met compliance standards.
- Teamed up with Marketing to target marketing campaigns for partnered products and services, increasing brand visibility and revenue growth.
- Provided leadership, insight and mentoring to newly hired staff employees and vendor partners to supply knowledge of various programs while ensuring company's compliance and regulations.
- Managed the entire vendor partnership lifecycle, from onboarding to offboarding, collaborating with various departments such as IT, Legal and Compliance to ensure smooth operations.
- Maintained a collaborative approach when problem-solving for staff, vendors and agents.
- Monitored and created Workplace groups by Meta to regulate compliance and answer questions for agents on behalf of vendor partnerships utilizing or creating the knowledge database.
- Monitored partnership performance metrics using KPI's to identify areas for improvement and implement necessary changes.
- Trained internal staff on partner-specific procedures or systems for seamless collaboration across departments.
- Led cross-functional meetings to strategize on partnership development and execution efforts.
- Used Saas platform and CRM software daily to perform job duties.
- Led team to exceed revenue profit by $2M-$6M YOY in 3 years.
Carrier
Eagle Transportation LLC
01.2019 - 08.2020
- Enhanced customer satisfaction by addressing and resolving service issues promptly and professionally.
- Communicated customer complaints, requests, and feedback to company management for swift resolution.
- Achieved high levels of punctuality and reliability in meeting scheduled pick-up and delivery times.
- Loaded and secured items in trucks to avoid damage to parcels during delivery.
- Scanned items using portable electronic scanner to provide
tracking and delivery information. - Completed daily trip report to document time worked and mileage
driven. - Delivered various types of parcels including medical packages ensuring all safety protocols on routes according to strict
timelines. - Separated variety of parcels by size and weight to be transported
to relay boxes along route for subsequent delivery. - Retrieved items from vehicle to deliver to individual business and
residents on delivery route. - Utilized advanced GPS systems effectively for efficient route planning and minimizing travel time between stops.
- Directly interacted with customers to deliver mail, packages, and ordered goods.
- Obtains signatures for package deliveries as proof of delivery to avoid discrepancies.
Collateral Document Specialist
Texas Capital Bank
05.2016 - 01.2019
- Managed high volumes of documents efficiently, prioritizing tasks according to deadlines and project requirements.
- Safeguarded sensitive information by adhering to strict security protocols when handling confidential documents.
- Performed document scanning, printing documents from electronic sources such as email attachments, PDF files and cloud storage and uploaded in the company's system.
- Provided assistance with inbound and outbound document processes, document sorting, logging, and work order creation.
- Checked accuracy and completeness of documents to identify deficiencies and recommend corrective actions.
- Assisted IT department to test out beta programs to enhance company's performance and meet regulations.
- Delivered exceptional customer service by addressing inquiries and resolving issues related to document management in a timely manner.
- Reviewed loan agreements to verify completeness and accuracy
according to applicable policies. - Updated client account information and records in company
databases. - Examined and verified information in loan application and closing
documents. - Worked with third-party vendors to address and clear loan closing requirements.
- Led training sessions for new staff on best practices in document handling and compliance standards.
- Facilitated seamless communication between departments by acting as a liaison for document-related inquiries and requests.
Underwriting Support Specialist
Fannie Mae
12.2007 - 05.2016
- Promoted to department trainer.
- Assessed and advised on loan applications utilizing in-depth underwriting process understanding.
- Maintained and provided white-glove service relationship with a total of 80 vendors ensuring up-to-date knowledge on industry regulations, ensuring compliance in all underwriting activities.
- Assisted in the implementation of new software systems, leading to increased efficiency and accuracy in underwriting operations.
- Examined and requested core documents, financial statements and tax returns to determine eligibility of underwriting loan process.
- Sent correspondence to lenders regarding non-compliant status
and ensured all compliance and underwriting guidelines were
met. - Set up, activate and deactivate user accounts for lenders within company's internal system.
- Managed daily and monthly top ten lenders pipeline reports and
created spreadsheets utilized by management. - Entered loan information into the system and submitted loan files to underwriting for review.
- Manually assigned reviews to underwriters and appraisers daily
determining assignment based in region, case load and
availability. - Collaborated with outside vendor to assist transitioning Fannie Mae into a non-paperless company by establishing a B2B process while training entire internal staff.
- Retrieved, Documented, Bookmark and Scanned all loan files into internal system using newly enhanced coding and indexing that was instrumental in transitioning Fannie Mae into a non-paperless company.
- Ensured timely completion of underwriting tasks by effectively managing workload and meeting strict deadlines.
Education
Associate of Science -
Collin County Community College
Plano, TX2004
Skills
- Project management
- Partnership development
- Relationship building
- Customer engagement
- Revenue generation
- Customer service
- Excellent communication
- Organizational skills
- Team collaboration
- Google Suite
- Virtual Cloud
- Stakeholder management
Timeline
Delivery Driver
Self- Employed
11.2024 - 02.2026
Partnership Coordinator
EXp Realty, LLC
04.2021 - 11.2024
Carrier
Eagle Transportation LLC
01.2019 - 08.2020
Collateral Document Specialist
Texas Capital Bank
05.2016 - 01.2019
Underwriting Support Specialist
Fannie Mae
12.2007 - 05.2016
Associate of Science -
Collin County Community College